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Sigma Planning Corp’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Sigma Planning Corp’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$912K Buy
3,666
+192
+6% +$50.9K 0.03% 598
2025
Q4 		$962K Sell
3,474
-286
-8% -$79.2K 0.03% 549
2025
Q3 		$1.03M Buy
3,760
+1,013
+37% +$262K 0.03% 517
2025
Q2 		$677K Buy
2,747
+5
+0.2% +$1.11K 0.02% 661
2025
Q1 		$578K Sell
2,742
-1,153
-30% -$265K 0.02% 669
2024
Q4 		$916K Buy
3,895
+1,040
+36% +$239K 0.03% 520
2024
Q3 		$628K Sell
2,855
-2,912
-50% -$620K 0.02% 656
2024
Q2 		$1.24M Buy
5,767
+356
+7% +$70.9K 0.04% 416
2024
Q1 		$1.06M Buy
5,411
+3,481
+180% +$651K 0.03% 491
2023
Q4 		$338K Sell
1,930
-1,378
-42% -$226K 0.03% 591
2023
Q3 		$509K Sell
3,308
-78
-2% -$12.4K 0.02% 710
2023
Q2 		$537K Sell
3,386
-141
-4% -$20.6K 0.02% 708
2023
Q1 		$490K Sell
3,527
-2,811
-44% -$365K 0.02% 799
2022
Q4 		$764K Sell
6,338
-2,967
-32% -$369K 0.03% 590
2022
Q3 		$1.11M Sell
9,305
-636
-6% -$85.4K 0.04% 420
2022
Q2 		$1.25M Buy
9,941
+751
+8% +$103K 0.04% 389
2022
Q1 		$1.46M Buy
9,190
+1,950
+27% +$304K 0.04% 405
2021
Q4 		$1.25M Sell
7,240
-6,737
-48% -$1.12M 0.04% 457
2021
Q3 		$2.13M Buy
13,977
+580
+4% +$91.5K 0.06% 316
2021
Q2 		$2.02M Sell
13,397
-3,813
-22% -$546K 0.06% 327
2021
Q1 		$2.32M Sell
17,210
-6,204
-26% -$831K 0.07% 286
2020
Q4 		$3.12M Buy
23,414
+801
+4% +$101K 0.11% 203
2020
Q3 		$2.75M Sell
22,613
-1,205
-5% -$142K 0.11% 199
2020
Q2 		$2.54M Buy
23,818
+4,136
+21% +$405K 0.11% 188
2020
Q1 		$1.66M Sell
19,682
-910
-4% -$86.6K 0.1% 209
2019
Q4 		$1.99M Buy
20,592
+17,300
+526% +$1.58M 0.08% 243
2019
Q3 		$287K Buy
+3,292
New +$287K 0.01% 781

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Sigma Planning Corp's IWY Position: Q1 2026 in Review

Sigma Planning Corp increased its iShares Russell Top 200 Growth ETF (IWY) stake by 5.5% in Q1 2026, buying an estimated $50.9K and bringing the position to 3,666 shares worth $912K. The position accounts for 0.03% of the portfolio, ranked #598.

Sigma Planning Corp first reported a position in IWY in Q3 2019 and has held it in 27 quarters since. The position peaked at $3.12M in Q4 2020. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

  • Sigma Planning Corp held 3,666 shares of iShares Russell Top 200 Growth ETF worth $912K as of Q1 2026.
  • Sigma Planning Corp bought 192 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $50.9K.
  • iShares Russell Top 200 Growth ETF made up 0.03% of Sigma Planning Corp's portfolio in Q1 2026, its #598 holding.
  • Sigma Planning Corp first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • Sigma Planning Corp's iShares Russell Top 200 Growth ETF position peaked at $3.12M in Q4 2020.
  • 638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.